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Guardian Wealth Advisors (North Carolina)’s SPDR Gold Trust GLD Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Buy
3,340
+1,717
+106% +$711K 0.07% 141
2026
Q1 		$698K Sell
1,623
-1,852
-53% -$829K 0.04% 181
2025
Q4 		$1.38M Buy
3,475
+180
+5% +$68.7K 0.09% 127
2025
Q3 		$1.17M Sell
3,295
-13
-0.4% -$4.14K 0.08% 134
2025
Q2 		$1.01M Buy
3,308
+140
+4% +$42.4K 0.07% 140
2025
Q1 		$913K Buy
3,168
+1,113
+54% +$294K 0.07% 136
2024
Q4 		$498K Buy
2,055
+97
+5% +$23.8K 0.04% 191
2024
Q3 		$476K Sell
1,958
-31
-2% -$7.1K 0.05% 170
2024
Q2 		$428K Buy
1,989
+20
+1% +$4.33K 0.05% 173
2024
Q1 		$405K Sell
1,969
-22
-1% -$4.22K 0.05% 181
2023
Q4 		$381K Sell
1,991
-62
-3% -$11.4K 0.06% 168
2023
Q3 		$352K Sell
2,053
-19
-0.9% -$3.4K 0.06% 165
2023
Q2 		$369K Buy
2,072
+11
+0.5% +$2.02K 0.06% 153
2023
Q1 		$378K Buy
+2,061
New +$363K 0.07% 144

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s GLD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its SPDR Gold Trust (GLD) stake by 106% in Q2 2026, buying an estimated $711K and bringing the position to 3,340 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #141.

Guardian Wealth Advisors (North Carolina) first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,340 shares of SPDR Gold Trust worth $1.23M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 1,717 SPDR Gold Trust shares in Q2 2026, an estimated $711K.
  • SPDR Gold Trust made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #141 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s SPDR Gold Trust position peaked at $1.38M in Q4 2025.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.